Core Viewpoint - The implementation of the new national standard for food delivery platforms, titled "Basic Requirements for Delivery Platform Service Management" (GB/T 46862—2025), aims to address issues such as "ghost deliveries," irrational competition, and insufficient protection of delivery personnel's rights within the industry [1][2][7]. Group 1: Standard Implementation - Major food delivery platforms, including Meituan, Taobao Flash Purchase, and JD Delivery, have committed to voluntarily implementing the new national standard and integrating its requirements into their operational management and service processes [1][7]. - All three platforms participated deeply in the drafting and formulation of the standard, contributing to discussions on core clauses and endorsing principles such as fair competition and service quality enhancement [2][4][6]. Group 2: Focus Areas of the Standard - The standard focuses on four main areas: merchant management, platform fees and promotional practices, labor management, and dispute resolution within the platform [1][7]. - Specific measures include requiring merchants to provide location-verified videos to combat "ghost deliveries," implementing dynamic review mechanisms for risk monitoring, and ensuring transparency in fee structures by detailing service charges to merchants [8]. Group 3: Industry Impact and Future Directions - The standard represents a shift from an "efficiency-first" approach to a "people-centered" philosophy, aiming to balance corporate profits with the rights of workers in the delivery sector [9]. - The market regulatory authority plans to promote the standard actively, encouraging the industry to adopt these guidelines to enhance service management and protect the rights of various stakeholders [9].

中国三大主要外卖平台4日至5日接连发文称，自愿执行外卖"新国标"，积极助力推动外卖行业规范管 理、品质服务、理性竞争、生态共赢。 中国国家市场监管总局日前发布实施推荐性国家标准《外卖平台服务管理基本要求》(以下简称《基本 要求》)，业内称之为外卖"新国标"。"新国标"针对近年来外卖行业存在的"幽灵外卖"、非理性竞争以及 外卖配送员权益保障不足等问题，进一步立下"新规矩"。 （文章来源：中国新闻网） 今年，外卖平台"补贴大战"引发社会高度关注，中国官方多次就市场公平有序竞争问题约谈多家外卖平 台企业。在官方"约谈"后，今年8月，饿了么、美团、京东平台同日发文抵制行业内恶性竞争，并提出 进一步规范外卖平台补贴行为等有关举措。 此次出台的《基本要求》9月下旬公开征求意见，聚焦平台内商户管理，强化主体责任落实，守护消费 者"舌尖上的安全"；聚焦平台收费与促销行为，强化竞争秩序规范；聚焦平台用工管理，强化配送员权 益保障；聚焦平台内争议处理，引导平台建立完善消费者权益保护体系，完善消费者、商户、配送员等 多元主体投诉机制。 据中国互联网络信息中心统计，截至2024年底，中国网上外卖用户规模达5.45亿人，约占网民整体的 ...

Core Viewpoint - The market regulatory authority has implemented a recommended national standard for food delivery platforms to address issues such as "ghost deliveries," irrational competition, and insufficient protection of delivery personnel rights [1] Group 1: Key Focus Areas of the Standard - Focus on merchant management within platforms, emphasizing the responsibility of platforms to manage and serve merchants effectively, including compliance with food safety standards [1] - Focus on platform fees and promotional activities, aiming to clarify fee structures and promote fair competition by ensuring transparency in pricing and promotional rules [1] - Focus on labor management for delivery personnel, proposing measures to protect their rights, including reasonable working hours, professional training, and diverse protection mechanisms [1] - Focus on dispute resolution within platforms, encouraging the establishment of a consumer rights protection system and transparent complaint handling processes [1] Group 2: Industry Response - Major platforms such as Taobao Shangu, Meituan, and JD Delivery have publicly committed to implementing the national standard, recognizing its importance for fair competition and service quality [2] - These platforms participated in the drafting and discussion of the standard, expressing their commitment to integrate its requirements into their operations and improve service management for merchants and delivery personnel [2] - The platforms view the implementation of this standard as an opportunity to promote industry regulation, quality service, rational competition, and a win-win ecosystem, contributing to the sustainable development of the food delivery sector [2]

Core Viewpoint - The introduction of the national standard for food delivery platforms aims to address long-standing issues such as "ghost deliveries," the protection of delivery personnel's rights, and irrational competition among platforms, thereby enhancing the overall service management and transparency in the industry [1][2][3]. Group 1: National Standard Implementation - The national standard titled "Basic Requirements for Food Delivery Platform Service Management" was released by the State Administration for Market Regulation on December 4, 2023, and major platforms like Meituan, JD Delivery, and Taobao Shanguo announced voluntary compliance [1][2]. - The standard mandates that merchants actively participate in the "Internet + Bright Kitchen" initiative, which involves real-time video monitoring of food preparation processes, and platforms are required to support this implementation [1][3]. Group 2: Merchant Management - The standard emphasizes the need for stricter management of merchants to combat "ghost deliveries" and "explosive orders," requiring merchants to provide location-verified videos and ensuring that platforms conduct monthly checks on at least 5% of merchant operations [3][4]. - It also highlights the importance of food safety risk identification and mandates verification of merchant information in cases of customer complaints or discrepancies in operational addresses [3]. Group 3: Pricing Behavior - The standard addresses issues of excessive and irrational pricing by platforms, stating that the costs of promotional activities should be borne by the platforms themselves and not passed on to merchants or delivery personnel [4]. - It prohibits platforms from penalizing merchants who do not participate in promotions by reducing their visibility or limiting their traffic [4]. Group 4: Delivery Personnel Rights - The standard calls for the optimization of scheduling algorithms and the protection of delivery personnel's rights, including fair compensation and the provision of subsidies during adverse conditions [5]. - It specifies that penalties for delivery delays should not involve deductions from earnings, promoting a more equitable treatment of delivery workers [5]. Group 5: Consumer Rights Protection - The standard addresses consumer rights by prohibiting practices such as "big data killing" and personal information leakage, ensuring that promotional pricing is applied equally to all consumers under similar conditions [5]. - It mandates clear notifications for automatic renewals and extensions to protect consumer interests [5]. Group 6: Industry Transition - The food delivery market is shifting from a focus on aggressive subsidies and competition to a model emphasizing food safety, service quality, and social responsibility, marking a transition to a "quality competition" phase [2][6]. - Recent financial reports indicate that major platforms have incurred significant costs in their competitive strategies, leading to a collective reflection on sustainable development paths within the industry [6][7]. - The introduction of the national standard is seen as a catalyst for this transition, providing clear guidelines for enhancing service quality and operational transparency [7].

Core Viewpoint - The newly implemented national standard "Basic Requirements for Delivery Platform Service Management" aims to address issues in the food delivery industry, such as "ghost deliveries," irrational competition, and insufficient protection of delivery personnel's rights. Group 1: Implementation of Standards - Major platforms including Taobao Flash Purchase, Meituan, and JD Delivery have announced their commitment to voluntarily implement the new national standard, integrating its requirements into their operational management and service processes [1][2] - These platforms participated in the drafting and discussion of the standard, emphasizing fair competition, food safety, service quality, and the protection of rights for all stakeholders [1] Group 2: Focus Areas of the Standard - The standard focuses on four key areas: merchant management, pricing and promotional practices, labor management for delivery personnel, and dispute resolution mechanisms [2] - It aims to enhance the responsibility of platforms in managing merchants, regulate competitive practices, ensure the rights of delivery workers, and improve the handling of disputes [2] Group 3: Industry Impact - The implementation of this standard is seen as a catalyst for promoting standardized management, quality service, rational competition, and ecological win-win scenarios within the food delivery industry [1] - The platforms express their commitment to work with various stakeholders to maintain a fair and orderly market environment, contributing to the high-quality and sustainable development of the food delivery sector [1]

Core Viewpoint - The recent implementation of the national standard "Basic Requirements for Delivery Platform Services" aims to address issues in the food delivery industry, including "ghost deliveries," irrational competition, and insufficient protection of delivery personnel's rights. Group 1: Delivery Personnel Rights Protection - The new standard mandates that delivery platforms and partner companies must ensure adequate rest for delivery personnel, limiting their daily working hours to a maximum of 8 hours and requiring a fatigue alert after 4 continuous hours of work [5][6]. - Platforms are prohibited from using algorithms or incentives to force delivery personnel into overtime work, emphasizing the need for a fatigue alert mechanism and ensuring at least one day off per week for delivery personnel [6][15]. Group 2: Merchant Management - Merchants are required to provide a video for location verification, and platforms must ensure consistency between the video and merchant licenses [8]. - Platforms are encouraged to provide "order surge" alerts to merchants and consumers to promote rational ordering behavior [11]. Group 3: Pricing and Fees - The standard outlines three types of fees: technology service fees, delivery service fees, and promotional service fees, with a requirement for platforms to disclose detailed billing information to merchants [12][13]. - Platforms must not transfer promotional costs to merchants or impose unreasonable conditions for participation in promotional activities [13][14]. Group 4: Consumer Rights Protection - Platforms are required to establish a consumer rights protection system that ensures timely responses and safeguards consumer rights, including the right to information and fair treatment [15]. - Personal information collection must be reasonable and consensual, with restrictions on unsolicited commercial communications [15]. Group 5: Complaint and Appeal Mechanisms - Platforms must clarify the procedures for merchant and delivery personnel appeals, ensuring timely responses and simplified processes [16][17]. - A tiered response mechanism for consumer complaints must be established, with immediate human responses for serious safety issues [18].

Core Points - Major food delivery platforms including Taobao Flash Sale, Meituan, and JD Delivery have announced their commitment to voluntarily implement the "Basic Requirements for Food Delivery Platform Service Management" national standard [2] - These platforms aim to integrate the standard requirements into their operational management and service processes, focusing on continuous optimization of platform rules [2] - The initiative is designed to enhance service management levels for merchants and delivery personnel, improve consumer experience, and safeguard the rights and interests of delivery personnel, consumers, and merchants [2]

Core Insights - The domestic local life service market is entering a nuanced phase with intensified competition among platforms focusing on users, merchants, and instant delivery [1][5] - The third quarter serves as a critical window to observe the resilience and strategic determination of Meituan's core business [1][5] Group 1: Competition and Resource Allocation - The third quarter is typically an active period for local life services, with fierce competition for user attention and spending, particularly impacting Meituan's traditional strength in food delivery [2][6] - To maintain user engagement and spending, platforms are increasing resource investments, including consumer discounts and support for quality merchants, which directly affect short-term financial performance and long-term user loyalty [2][6] - The challenge for Meituan's management is to find a sustainable balance between market share, user experience, and financial health amid this competitive landscape [2][6] Group 2: Ecosystem Interconnectivity and Strategic Considerations - The competition in food delivery is interconnected with Meituan's broader local life service ecosystem, where high-frequency delivery transactions are crucial for attracting and retaining core users [3][7] - The intense competition prompts a reevaluation of resource allocation across the ecosystem, affecting the pace of investment in innovative businesses or long-term projects [3][7] - The ongoing competitive environment tests the unique value of Meituan's established instant delivery network, which is essential not only for food delivery but also for expanding into broader markets like instant retail [3][7] Group 3: Market Environment and Strategic Focus - The third quarter's market conditions act as a pressure test for Meituan's system resilience, emphasizing the importance of maintaining a solid foundation for core business amid ongoing competitive investments [4][8] - The essence of the local life service competition lies in deepening existing markets while exploring new scenarios, suggesting that the answer for Meituan may not solely be about "competition" but also about "integration" [4][8] - The next phase of this endurance race remains to be observed, highlighting the need for continuous improvement in operational efficiency and collaboration across business lines [4][8]

两平台称，将以本标准实施为契机，积极助力推动外卖行业规范管理、品质服务、理性竞争、生态共赢。与社会各 界一道，维护公平有序的市场环境，助力餐饮外卖行业高质量、可持续发展。 截图来源："市说新语"微信公众号 《外卖平台服务管理基本要求》（GB/T 46862—2025）推荐性国家标准近日正式发布实施。12月5日，美团、京东外 卖发布关于执行《外卖平台服务管理基本要求》推荐性国家标准的声明。 两平台分别声明表示，美团、京东外卖作为标准起草单位之一，深度参与了本标准的研制、起草与论证工作。在标 准制定过程中，积极建言献策，充分参与核心条款讨论，对标准确立的公平理性竞争、严守食品安全底线、提升服 务质量、协调各方权益等核心理念高度认同。 美团、京东外卖郑重声明称，将自愿执行《外卖平台服务管理基本要求》国家标准，把标准要求系统融入平台运营 管理和服务流程之中，持续优化平台规则，提高商户与配送员服务管理水平，提升消费者体验，保障配送员、消费 者和商户各方权益。 责编：王璐璐 校对： 盘达 百万用户都在看 10分钟，直线涨停！A股盘中，全线爆发！啥情况？ 刚刚！大牛股，突发公告！ A股，突然异动！直线涨停，啥情况？ 超级赛 ...

Core Viewpoint - Meituan and JD.com have announced their voluntary commitment to implement the newly released national standard "Basic Requirements for Delivery Platform Service Management" (GB/T 46862—2025), aiming to enhance service quality and protect the rights of consumers, delivery personnel, and merchants [5][6]. Group 1: Company Statements - Meituan, as one of the standard's drafting units, actively participated in its development and endorses the core principles of fair competition, food safety, service quality enhancement, and coordination of stakeholder rights [5]. - JD.com, also a drafting unit, similarly engaged in the standard's formulation and supports its key concepts, including fair competition and service quality improvement [6]. Group 2: Implementation Goals - Both companies will integrate the standard's requirements into their operational management and service processes to continuously optimize platform rules and improve service management for merchants and delivery personnel [5][6]. - The implementation of this standard is seen as an opportunity to promote regulated management, quality service, rational competition, and ecological win-win scenarios within the food delivery industry [5][6].